Suppliers

Supplier cards provide an overview of all supplier details and can be used to create purchase orders to streamline your workflow. Recording each supplier allows you to quickly order new stock from your regular supplier without hassle.

Finding a supplier

1. Go to the ‘Settings’ page.
2. Click on the ‘Suppliers’ button.
3. A list of suppliers is shown under ‘Suppliers’.
4. To find your desired supplier you may either:
   1. Find the supplier in the list.
   2. Begin typing the name of the supplier into the search bar and select the desired supplier from the list.
5. Once found click on the supplier to view it.

Adding a supplier

1. Go to the ‘Settings’ page.
2. Click on the ‘Suppliers’ button.
3. Click on the ‘Create Supplier’ button.
4. Add supplier details including the name, contact information, location and notes.

• The supplier email is used for automatic sending of purchase orders. See Purchase Orders tutorial for more information

1. Enter the purchase order details including the ‘Account number’ and currency.
2. Click on the ‘Create’ button when finished to create the new supplier.

Editing a supplier

1. Go to the ‘Settings’ page.
2. Click on the ‘Suppliers’ button.
3. Find the desired supplier and click on the name to begin editing.
4. Edit the supplier details as required including the name, contact information, location and notes.
5. Edit the purchase order details including the ‘Account number’ and currency.
6. Click on the ‘Save’ button when finished to save changes.